GM2 Wealth Management Limited
Financial Services • 
Penarth, Wales, United Kingdom • 1-10 Employees
Company overview
| Headquarters | The Gallery, 1-3 Washington Buildings, Penarth, Vale of Glamorgan CF64 2AD, GB |
| Phone number | +442920350000 |
| Website | |
| NAICS | 52 |
| SIC | 615 |
| Keywords | Inheritance Tax Planning, Pensions And Investments, Cashflow Forecasting, Commercial Property Investments Within Sipp |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at GM2 Wealth Management Limited
Grant Maunder
Managing Director
GM2 Wealth Management Limited Email Formats
GM2 Wealth Management Limited uses 2 email formats. The most common is {first name} (e.g., john@gm2.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@gm2.co.uk | 66.7% |
{first initial} | j@gm2.co.uk | 33.3% |
About GM2 Wealth Management Limited
GM2 is a Wealth Management firm of professional advisers with over 100 years of combined experience. The advisory team hold relevant professional qualifications and have backgrounds in banking, chartered surveying and financial services. Our administration and compliance team are led by a qualified lawyer assuring that our clients not only benefit from first class advice but an excellent experience. We offer initial meetings entirely at our cost, taking the time to understand and gather the information required to determine whether, in paying us fees, we will make a meaningful difference to your goals and aspirations. Supported by a transparent fee structure, we will always keep you informed of what we are doing and why. We are rigorous and holistic in our approach and advise on pensions, investment, protection and inheritance tax planning. We work in association with partner firms who advise on wills, probate, mortgages and equity release. Whether you are seeking an income from your portfolio or aiming for growth we can construct suitable ‚whole of market‘ investment solutions for both the hands on and passive investor. Using todays leading technology - instead of cutting edge. We currently manage around £300m of client funds much of which is held in risk appropriate diversified model portfolios. We also provide access to bespoke solutions such as ethically and sustainable focused investments. By selecting leading investment platform technology your funds are both visible and secure. Our role is advisory and your investments are managed by third parties that we have selected based on our research of administrative excellence and financial strength.
GM2 Wealth Management Limited revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
GM2 Wealth Management Limited has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
GM2 Wealth Management Limited has never raised funding before.
GM2 Wealth Management Limited Tech Stack
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